Search through more than a hundred articles on every aspect of Agentcis

Shreeya Dangol
Written by Shreeya Dangol

Bulk Import Contacts with Custom Fields


You can import Contacts in bulk with Custom Fields directly from the settings page. No hassle and lesser time-consuming. Only efficient quick data import.


Step 1: Click on the Settings button.


Step 2: Select Data Import.


Step 3: Select the Contacts tab.


Step 4: Click on the Import Contacts button.


Step 5: Download the import template.


Step 6: Fill in the template with the information of your Clients and their Education. The template will also contain the custom field that you have added to your system.


Note: The fields marked with * are mandatory.



Step 7: Upload the file back into the system.


Step 8: To view the details of your upload, click on the Details button.


Step 9: Here you can see the number of Contacts and their Education Background that have been InsertedUpdated, and Failed to import.


Step 10: If some of your data have failed to import, the Validation Errors are shown in a list view.

Categories:
Tags: